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Wellington Shields Capital Management, LLC: ISRG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wellington Shields Capital Management, LLC on ISRG, newest first. How the timeline and the estimate are built.

Wellington Shields Capital Management, LLC held 6,425 ISRG shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,425 shares
    Change vs previous 13F -750 shares

    0.21% of the 13F portfolio, value $2,555,094.

    13F-HR 0001506071-26-000003 filed by Wellington Shields Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wellington Shields Capital Management, LLC: 6,325 shares
    • Wellington Shields & Co., LLC: 100 shares

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 7,175 shares
    Change vs previous 13F -460 shares

    0.31% of the 13F portfolio, value $3,307,603.

    13F-HR 0001506071-26-000002 filed by Wellington Shields Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wellington Shields Capital Management, LLC: 7,075 shares
    • Wellington Shields & Co., LLC: 100 shares

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 7,635 shares
    Change vs previous 13F +560 shares

    0.63% of the 13F portfolio, value $4,324,159.

    13F-HR 0001506071-26-000001 filed by Wellington Shields Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 7,075 shares
    Change vs previous 13F -611 shares

    0.48% of the 13F portfolio, value $3,164,152.

    13F-HR 0001506071-25-000007 filed by Wellington Shields Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wellington Shields Capital Management, LLC: 7,075 shares
    • Wellington Shields & Co., LLC: 0 shares

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 7,686 shares
    Change vs previous 13F 0 shares

    0.44% of the 13F portfolio, value $4,176,650.

    13F-HR 0001506071-25-000006 filed by Wellington Shields Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wellington Shields Capital Management, LLC: 7,675 shares
    • Wellington Shields & Co., LLC: 11 shares

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 7,686 shares
    Change vs previous 13F 0 shares

    0.44% of the 13F portfolio, value $3,806,645.

    13F-HR 0000825293-25-000005 filed by Wellington Shields Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wellington Shields Capital Management, LLC: 7,675 shares
    • Wellington Shields & Co., LLC: 11 shares

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 7,686 shares
    Change vs previous 13F -200 shares

    0.45% of the 13F portfolio, value $4,011,785.

    13F-HR 0001506071-25-000001 filed by Wellington Shields Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wellington Shields Capital Management, LLC: 7,675 shares
    • Wellington Shields & Co., LLC: 11 shares

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 7,886 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $3,874,155.

    13F-HR 0001506071-24-000002 filed by Wellington Shields Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wellington Shields Capital Management, LLC: 7,875 shares
    • Wellington Shields & Co., LLC: 11 shares

    Acceptance time not in the bulk data set (spec §4.2).